Palladiem’s Unilever UL Stock Holding History

Palladiem’s Portfolio UL Stock Details UL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$253K	Hold	4,330	–	–	0.24%	43
2025 Q4	$284K	Buy	+4,330	New	+$291K	0.27%	40
2023 Q3	$266K	Hold	4,781	–	–	0.29%	41
2023 Q2	$280K	Hold	4,781	–	–	0.29%	41
2023 Q1	$279K	Hold	4,781	–	–	0.3%	36
2022 Q4	$271K	Hold	4,781	–	–	0.28%	39
2022 Q3	$236K	Sell	4,781 -196	-4%	-$10.2K	0.25%	41
2022 Q2	$257K	Hold	4,977	–	–	0.26%	41
2022 Q1	$255K	Hold	4,977	–	–	0.23%	42
2021 Q4	$301K	Hold	4,977	–	–	0.24%	41
2021 Q3	$304K	Hold	4,977	–	–	0.25%	38
2021 Q2	$328K	Hold	4,977	–	–	0.26%	45
2021 Q1	$313K	Hold	4,977	–	–	0.27%	39
2020 Q4	$338K	Buy	+4,977	New	+$338K	0.32%	38
2015 Q3	$33K	Hold	720	–	–	0.05%	57
2015 Q2	$35K	Hold	720	–	–	0.03%	70
2015 Q1	$34K	Hold	720	–	–	0.03%	80
2014 Q4	$33K	Buy	+720	New	+$33K	0.03%	81

Other funds holding UL

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return